SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)3,771,014,366.0
- RAUM (discretionary)3,402,741,166.0
- Actionable assets3,517,654,621.0
- Accounts (total)3,138.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM296,278,631.0
- HNW AUM3,221,375,990.0